Friday, April 28, 2017

28/4/17: Macron v Le Pen: Data Maps

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The must-see set of data maps relating to upcoming Macron-Le Pen Presidential election (round 2) in France is available here:  https://www...

28/4/17: The VUCA Markets

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My regular column with the Cayman Financial Review  covering the current development of the risk-uncertainty frameworks in the markets is ...

28/4/17: Euromoney on Italian Risks

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Euromoney  article on the continued evolution of the Italian crisis:  http://www.euromoney.com/Article/3712913/Country-risk-Italy-is-the-v...

28/4/17: Trump Tax Plan: Impact on Ireland

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My (quick) take on the potential impact of the U.S. corporate tax reforms for Ireland:  https://www.thesun.ie/news/917087/ireland-could-be...

28/4/17: Russian Economy Update, Part 4: Aggregate Investment

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The following is a transcript of my recent briefing on the Russian economy.  This part (Part 4) covers outlook  for aggregate investment ...

28/4/17: Russia Cuts Headline Rate by 50bps

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Bigger than forecast move by the Russian Central Bank to cut rates (down 50bps against consensus - and my own - forecast of 25bps cut) sig...
Thursday, April 27, 2017

27/4/17: Russian Economy Update, Part 3: Ruble and CBR Rates

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The following is a transcript of my recent briefing on the Russian economy.  This part (Part 3) covers outlook  for ruble and monetary p...

27/4/17: Russian Economy Update, Part 2: Two Key Sectors

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Two key sectors to watch Now, looking at some sectors across the Russian economy Manufacturing: In 2015, total volume of manufacturi...

26/4/17: Russian Economy Update, Part 1: Growth Outlook

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The following is a transcript of my recent briefing on the Russian economy. This part (Part 1) covers general economic outlook for Russia ...
Tuesday, April 25, 2017

25/4/17: Couple of Things We Glimpsed from KW Europe 'Deal'

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Yesterday, an interesting bit of newsflow came in from Irish markets-related Kennedy Wilson Europe operations: http://www.independent.ie...
Saturday, April 22, 2017

22/4/17: Two Regimes of Whistle-Blower Protection

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“Corporate fraud is a major challenge in both developing and advanced economies, and employee whistle-blowers play an important role in un...
Friday, April 21, 2017

21/4/17: Any evidence that immigrants are undermining welfare of the natives?

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Given current debates surrounding the impact of migrant labour on native (and previously arriving migrants) wages, jobs security, career p...